Daan Crypto Trades
Daan Crypto Trades|Nov 16, 2025 11:22
BTC On Friday's @CNBC interview, @saylor said: "We are buying quite a lot, we are buying quite a lot actually, and we'll actually report our next buys on Monday morning. I think people will be pleasantly surprised, in fact we accelerated our purchases." Video in tweet below. Interestingly enough, I've seen very little about this comment on my timeline. The one thing I did see was false reporting that Strategy was supposedly selling Bitcoins. In fact, I suspect the coins that were being moved OUT of those Coinbase & Binance wallets, could be buys instead. That and some wallet shuffling with those new coins. I was surprised to see people claim they were selling Bitcoin in the first place. Especially as the coins were flowing OUT of exchanges to them, and not the opposite way around lol. "Coincidentally" this FUD came out right at the local bottom this Friday. Anyways, with Saylor accelerating buys the question will be how much. I think anything above 500M+ would be perceived as bullish by the market. Bitcoin essentially stopped trending higher the moment Strategy changed their approach. The overview below was their new approach announced here: https://x.com/saylor/status/1957413273122287738/photo/1 It marks out different mNAV levels and what Strategy's approach of acquiring Bitcoin would be at specific levels. The thing that stands out here is in the Below 2.5x mNAV bracket where it says: "(3) When otherwise deemed advantageous to the company." In my opinion this likely refers to the fact that if Bitcoin is sufficiently cheap, they would consider issueing MSTR to buy more Bitcoin. It could be that we've started hitting that region. If that is indeed the case, and Strategy accelerates their buys and defends this mid 90Ks area, that could give other market participants a reason to get involved and potentially front run future buys again. The chart below is going to be an interesting one I think if we were to put in some floor around this region. Obviously it will be key what amount they ended up buying this past week and if they can actually raise enough to keep that going. We'll hear about last week's number tomorrow. Saylor can't hold the floor on his own with the billions of Spot selling and ETF outflows and MSTR's mNAV near 1 already. But it could ignite a little bit of hopium back in the market in the short term. Something to watch for the week ahead! Have a good remainder of your Sunday! 🤝(Daan Crypto Trades)
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